whalstreet

Tom GaynervsWallace Weitz

Side-by-side current 13F portfolio comparison · 20 shared positions
Whale A
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
31.3%
Whale B
Wallace Weitz
Weitz Investment Management, Inc.
AUM
$1.7B
Positions
44
Shared %
61.3%
Common holdings · 20
Stocks both whales currently hold — sorted by combined value
StockTom weightWallace weightTom valueWallace value
GOOG · Alphabet Inc.6.6%6.5%$789M$109M
BRK-B · Berkshire Hathaway Inc. Del6.1%8.5%$734M$144M
AMZN · Amazon Com Inc.3.5%3.0%$423M$51M
V · Visa, Inc.2.5%5.6%$304M$95M
ADI · Analog Devices Inc.2.7%2.1%$326M$36M
MSFT · Microsoft Corp.1.7%4.2%$199M$71M
META · Meta Platforms, Inc.1.2%4.3%$142M$72M
MA · Mastercard Inc.0.9%5.3%$104M$89M
TXN · Texas Instrs Inc.1.2%1.7%$141M$29M
HEI · Heico Corp. New0.7%2.4%$80M$41M
AON · Aon Plc0.4%4.6%$44M$77M
ODFL · Old Dominion Freight Line In0.7%1.9%$84M$33M
TMO · Thermo Fisher Scientific Inc.0.3%4.6%$33M$78M
LIN · Linde Plc0.8%0.2%$101M$3M
DEO · Diageo Plc0.9%0.1%$102M$2M
G1151C101 · Accenture Plc Ireland0.3%2.6%$32M$43M
EFX · Equifax Inc.0.1%2.8%$13M$47M
SPGI · S&P Global Inc.0.4%0.2%$50M$4M
CMCSA · Comcast Corp. Cl A0.2%0.2%$28M$3M
MELI · Mercadolibre Inc.0.1%0.4%$9M$7M
Unique to Tom Gayner
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-A · Berkshire Hathaway Inc. Del6.7%$800M
BN · Brookfield Corp.4.4%$529M
DE · Deere & Co.4.1%$495M
AAPL · Apple Inc.2.6%$311M
GS · Goldman Sachs Group Inc.2.5%$304M
HD · Home Depot Inc.2.5%$303M
CAT · Caterpillar Inc.2.0%$233M
WSO · Watsco Inc.1.8%$212M
BLK · Blackrock Inc.1.8%$212M
DIS · Disney Walt Co.1.6%$196M
Unique to Wallace Weitz
Top 10 by value held — not in the other's portfolio
StockWeightValue
DHR · Danaher Corporation7.0%$118M
IEX · Idex Corp.4.1%$70M
VMC · Vulcan Matls Co.3.6%$60M
CSGP · Costar Group Inc.2.9%$48M
TECH · Bio-Techne Corp.2.8%$47M
GPN · Global Pmts Inc.2.3%$39M
LBRDA · Liberty Broadband Corp.1.9%$32M
SIRI · Sirius Xm Holdings Inc.1.6%$28M
MLM · Martin Marietta Matls Inc.1.5%$26M
LH · Labcorp Holdings Inc.1.5%$25M
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★ WatchlistData from SEC EDGAR · whalstreet.com